Your path to financial freedom.
Why Sonoma Mountain Financial
Wealth Building with a Purpose
Meaningful financial planning starts with your goals. My detailed approach to building your financial plan aims to bring you and your family financial independence and confidence.
Relationship Driven
My intention is to forge a partnership in which we work together to support your financial journey. I am part coach, educator, and creative problem solver.
Fee-only Fiduciary
In my advisory relationships, I act as an independent fiduciary. This means my recommendations will always be in your best interest. Any compensation I receive is based on fees paid by you as agreed on in advance.
Hello.
I'm Jenny Ramaswamy, CFP® and owner of
Sonoma Mountain Financial.
As a Certified Financial Planner® and fiduciary, I'm committed to providing advice that is always in your best interest. My goal is to empower you to take control of your finances, freeing up your time and energy to focus on the people and passions that bring you joy.
Why work with me?
I help you get your money working for the life you want. That means we’ll do things like:
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Handle the big stuff. I’ll help you make smart choices during life's major moments—whether it’s navigating a job change, a new inheritance, or saving for your kids' college.
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Create a clear roadmap. We'll build a personalized financial plan that lines up with your goals so you know exactly where you're headed.
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See the big picture. We’ll connect the dots between your investments, taxes, and other assets to build a plan that works together.
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Keep it simple. I'll break down complex topics into clear, easy-to-understand advice that helps you feel in control.
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Put your needs first. I'm a fiduciary, which means I’m always legally and ethically committed to acting in your best interest.
Let’s Work Together
Get in touch so we can start working together.